Affinity Wealth Management LLC
- SEC CIK
- 0000810672
- Latest filing
- Jul 22, 2026
ZION holding history
Zions Bancorporation, National Association in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −4,433−100.0% | Sold out | Holders |
| Q4 2022 | 4,433 | $217.9K | 0.1% | +60+1.4% | Added | Holders |
| Q3 2022 | 4,373 | $222.0K | 0.1% | +22+0.5% | Added | Holders |
| Q2 2022 | 4,351 | $219.0K | 0.1% | +10.0% | Added | Holders |
| Q1 2022 | 4,350 | $278.0K | 0.1% | −466−9.7% | Reduced | Holders |
| Q4 2021 | 4,816 | $325.0K | 0.1% | −10−0.2% | Reduced | Holders |
| Q3 2021 | 4,826 | $306.0K | 0.1% | +4,826 | New | Holders |